JOE JOLLY & CO., INC.

Broker-DealerFINRA MemberEst. 1976
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Birmingham, Alabama
CRD number
7170
Registered since
January 12, 1976

Firm profile

FINTRX

Overview

JOE Jolly & Co, Inc. is organized as a corporation and is listed in FINTRX as an SEC-registered adviser since 1976. Ownership is identified as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the snapshot and is not flagged as a capital allocator. The FINTRX entry flags several operational attributes: the firm is not identified as an active ESG investor, is not a multistate adviser, is not newly formed, and is not listed as a pension consultant or related adviser. The database record does not include a description of the firm's advisory services, fee schedule, client segments, or investment focus.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • JOSEPH JOLLY

    PrincipalCRD 260800

  • MATTHEW PARKER

    Vice PresidentCRD 2830791

  • DEBRA DEGENSHEIN

    Administrative PrincipalCRD 2923781

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Birmingham, AL

JEFFERSON

Location

Birmingham, AL

Headquartered in Birmingham, AL, anchoring the Birmingham-Hoover-Talladega, AL metro in the South.

Metro area
Birmingham-Hoover-Talladega, AL
Region
South
County
JEFFERSON
Address
420 N 20 Streetsuite 2350
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth